Relationship Manager – Strategic

Responsibilities

Build and maintain strong, long‑lasting client relationships within our Institutional and Wealth Management segments

Collaborate with cross‑functional teams including Client Success, Implementation, Support, Sales, and Leadership to drive retention and revenue growth

Lead the adoption of best practices for client retention, including business reports

Drive net dollar retention (post‑sales expansion and renewals) for Canoe’s clients

Requirements

Previous experience owning a book of business where you were responsible for driving adoption, retention, growth, value realization, expansion, upselling, etc

Demonstrated ability to communicate, present, and influence key stakeholders

Experience providing ROI presentations or business reviews to senior stakeholders

Excellent listening, negotiation, and presentation skills

Previous B2B SaaS experience is highly preferred

Previous experience in financial services, FinTech, or alternative investments highly preferred

Core Competencies
Demonstrates expertise in client relationship management, driving retention and revenue growth through effective communication and collaboration with cross‑functional teams. Proven ability to present ROI and business reviews to senior stakeholders in the B2B SaaS and financial services sectors.

Hard Skills

Client Retention

Business Reporting

Value Realization

Upselling

Post‑Sales Expansion

Soft Skills

Negotiation Skills

Presentation Skills

Listening Skills

Industry Keywords

Wealth Management

FinTech

Alternative Investments

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